On-Demand Training for
AccuAccount Administrators
Whether you're a new administrator building your knowledge or an experienced admin looking for a refresher, this hub provides practical, on-demand training created specifically for AccuAccount administrators. Explore configuration tools, user management features, customization options, and other resources designed to help you effectively manage and maintain your institution's AccuAccount environment.
The Alogent team also hosts regular live training sessions. Visit our training page to view the current schedule and register for upcoming events. If you have questions or need assistance, click here to contact our team.
Security and Permissions
Manage access with greater confidence. These videos cover key permission and security settings available to AccuAccount administrators.
User Permissions and Access
Branch Security
Employee and Demographic Document Restrictions
Documents and Exceptions
Keep document structures and exception processes aligned with your institution’s needs. This section focuses on the administrative tools used to maintain documents, schedules, categories, filters, and tasks.
Adding New Documents - Start to Finish
Document Scheduler
Exception Categories
Exception Filters
Task Exceptions
Additional Tools
Explore more features that help administrators maintain system organization, support internal processes, and adapt AccuAccount to institutional requirements.
Audits
Flex Fields
Multiple Tax Entities (MTE's)